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Keydirect 2026

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  1. Click ‘Get Form’ to open the KeyDirect Retirement Plan distribution form in the editor.
  2. Begin by entering your personal information, including your name, Social Security Number (SSN), address, and birth date. Ensure all fields are accurately filled out.
  3. Select the type of distribution you are requesting: PRE 59 ½, Normal, or Age 70 ½. Only complete one box to avoid confusion.
  4. Indicate the amount you wish to distribute. Choose between a total payout or a partial payout and provide any necessary account numbers.
  5. Select your preferred method of payment: check or direct deposit into your KeyDirect account. If opting for direct deposit, ensure you enter the correct account number.
  6. Choose your citizenship status and provide your permanent state of residence. This is crucial for determining tax withholding rates.
  7. Complete the withholding election section based on your preferences for federal and state tax withholding.
  8. Sign the form where indicated and ensure that your signature is notarized as required before submission.

Start using our platform today to streamline your KeyDirect distribution process effortlessly!

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When a customer opens an account with any entity within the KeyCorp family of companies, we will ask for their name, address and identification number, and, in the case of an individual, his or her date of birth.
KeyBank is a member of the FDIC. Our management structure and basis of presentation is divided into two business segments, Consumer Bank and Commercial Bank.
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